Our Client is a leading commercial Bank and Financial Service provider specializing in delivering Personalized solutions to individuals, business and institutions. Currently, they are seeking a Treasury Sales & Financial Institution Officer (ABO-MGR)
The Ideal Candidate Will Be Responsible For:
- Cultivating and maintaining strong relationships with corporate clients, understanding their treasury and financial needs.
- Serving as the primary point of contact for clients, addressing inquiries, providing solutions, and ensuring overall satisfaction.
- Promoting and selling a range of treasury products and services, including cash management, liquidity solutions, risk management, and trade finance.
- Tailoring treasury solutions to meet the specific needs and objectives of corporate clients.
- Identifying and pursuing new business opportunities within the corporate client base.
- Staying informed about market trends, economic indicators, and changes in regulatory environments that may impact treasury services.
- Conducting market intelligence to identify opportunities and potential risks.
- Identifying opportunities for cross-selling and upselling treasury products to existing clients.
- Working collaboratively with other business units to provide comprehensive financial solutions.
- Collaborating with clients to understand their cash flow, risk tolerance, and financial goals.
- Developing and presenting customized treasury solutions that align with client requirements.
- Conducting effective sales presentations to clients, showcasing the benefits and features of treasury products and services.
- Clearly communicating the value proposition and competitive advantages.
- Assessing and managing risks associated with treasury products and transactions.
- Working with risk management teams to implement strategies for mitigating potential risks.
- Working closely with internal teams, including risk management, operations, and product development, to ensure seamless service delivery.
- Collaborating with product specialists to enhance treasury offerings.
- Ensuring accurate and complete documentation for all treasury transactions.
- Adhering to regulatory compliance standards and internal policies.
Requirements
- Proven experience in treasury sales or related financial sales roles.
- In-depth knowledge of treasury products, cash management, and financial markets.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Results-oriented with a track record of achieving sales targets.
- Ability to work independently and collaboratively within a team.
- Familiarity with risk management principles and regulatory compliance.
- Proficiency in using financial analysis tools and software.
- Bachelor’s degree in finance, Accounting, Business Administration, or a related field.
- CA/MBA/PGDM/CFA or other relevant postgraduate qualification.
- Professional accounting or financial qualification (ICAN, ACCA, etc.).
- Excellent knowledge of Asset and Liability Management, Treasury Operations, Currency Trading Operations, Financial Analysis, Foreign Banking Operations, Risks in Foreign Exchange Transactions, Management Information Systems, and Basic Accounting.
